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Southern Missouri Bancorp
SMBC

65 hedge funds and large institutions have $202M invested in Southern Missouri Bancorp in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more capital invested

Capital invested by funds: $176M → $202M (+$25.5M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 64 → 65 (+1)

0.58% more ownership

Funds ownership: 49.69% → 50.27% (+0.58%)

48% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 29

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
15
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$7.52M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.56M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$591K
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$485K
5
AACR
ACR Alpine Capital Research
Missouri
+$350K

Top Sellers

1
JAM
Jacobs Asset Management
New York
-$3.56M
2
BlackRock
BlackRock
New York
-$1.14M
3
MCM
Maltese Capital Management
New York
-$1.04M
4
RA
Royce & Associates
New York
-$1.01M
5
CIC
Cornercap Investment Counsel
Georgia
-$825K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1
FJ Capital Management
Virginia
$31.8M -$4.32K -100 -0%
BlackRock
2
BlackRock
New York
$29.7M -$1.14M -26,366 -4%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.9M +$485K +11,234 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$15.8M +$7.52M +174,300 +99%
Vanguard Group
5
Vanguard Group
Pennsylvania
$15.6M +$1.56M +36,140 +12%
RA
6
Raffles Associates
New York
$10.4M – – –
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$10.3M -$59.9K -1,388 -0.6%
JAM
8
Jacobs Asset Management
New York
$10.2M -$3.56M -82,499 -27%
RA
9
Royce & Associates
New York
$8.01M -$1.01M -23,365 -12%
State Street
10
State Street
Massachusetts
$6.43M +$95.6K +2,215 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$5.52M +$220K +5,103 +4%
Renaissance Technologies
12
Renaissance Technologies
New York
$4.98M -$404K -9,357 -8%
Northern Trust
13
Northern Trust
Illinois
$4.04M -$58.7K -1,359 -1%
HA
14
HYA Advisors
Missouri
$3.99M +$13.6K +314 +0.4%
Franklin Resources
15
Franklin Resources
California
$3.65M +$2.33K +54 +0.1%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$2.69M -$51.8K -1,200 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.45M -$51.1K -1,183 -2%
SCP
18
Siena Capital Partners
Illinois
$2.28M – – –
Russell Investments Group
19
Russell Investments Group
United Kingdom
$2.09M +$591K +13,691 +42%
Goldman Sachs
20
Goldman Sachs
New York
$1.48M +$157K +3,645 +12%
N
21
Nuveen
North Carolina
$1.47M -$186K -4,310 -12%
BCM
22
Bridgeway Capital Management
Texas
$1.14M – – –
Charles Schwab
23
Charles Schwab
California
$875K – – –
IAA
24
Independent Advisor Alliance
North Carolina
$803K – – –
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$773K -$14.5K -337 -2%
1
2 3

SMBC Hedge Fund Activity: Q2 2021 in Review

65 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Southern Missouri Bancorp (SMBC) for Q2 2021, worth a combined $202M — up 14% from $176M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SMBC positions and 7 closed out — a net gain of 1 holder — while 15 added to existing stakes and 29 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $7.52M. The largest seller was Jacobs Asset Management, cutting an estimated $3.56M.

  • 65 institutional investors held Southern Missouri Bancorp (SMBC) as of Q2 2021, up from 64 in Q1 2021.
  • Funds reported $202M of Southern Missouri Bancorp stock for Q2 2021, up 14% quarter-over-quarter.
  • 8 funds opened new Southern Missouri Bancorp positions in Q2 2021 and 7 closed out, a net change of +1 holder.
  • The largest Southern Missouri Bancorp buyer in Q2 2021 was Fidelity Investments, an estimated $7.52M added.
  • The largest Southern Missouri Bancorp seller in Q2 2021 was Jacobs Asset Management, an estimated $3.56M sold.

Based on aggregated 13F filings for Q2 2021.